+96.2%
SMH vs AAOI
+352.1%
-255.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +5.1% | -2.5% | +1.9% |
| 7D | +2.5% | -0.7% | +3.2% | +2.6% |
| 30D | -0.5% | -17.9% | +17.4% | +1.7% |
| 3M | -9.6% | -48.0% | +38.3% | -4.6% |
| 6M | +42.1% | +5.8% | +36.2% | +36.7% |
| YTD | +57.4% | +202.7% | -145.3% | +30.4% |
| 1Y | +96.2% | +352.5% | -256.3% | +52.7% |
| All | +96.2% | +352.1% | -255.9% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AAOI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling